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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $29,311 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,074 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,088 | $79,181-39.3% | $102,423-53.0% | $74,429-35.4% |
| Participation rate | 93.2% | 74.8%+18.4pp | 76.5%+16.7pp | 67.2%+26.0pp |
| Annual return | 14.54% | 54.97%-40.4pp | 29.42%-14.9pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $2,461 | $2,362+4.2% | $3,023-18.6% | $2,625-6.2% |
| Participant deferral / active EE | $5,179 | $4,416+17.3% | $5,054+2.5% | $4,348+19.1% |
| Admin fee / account holder | $211 | $2,002-89.5% | $9,455-97.8% | $1,944-89.2% |